INTERACTIVE FIELD MODULE · 2026 EDITION

Golf Cart Sales & Rentals — Field Module

Retail, Rental, Repair & Battery Operations Worksheet

Document sales, rental, service and storage activities separately for this location. Determine cart type, customer use and battery exposure before writing the underwriting narrative.

Not saved. Complete fields as available. Use Save Draft before leaving this page.

Business / Locations

Activities at this location

Select all that occur here

Underwriting Focus — Business / Locations

Differentiate the inspected location from storage, repair and rental sites elsewhere.

Sales / Inventory Values

Choose Yes, No or Unable to confirm

Cart classes sold or held

Select applicable models

Underwriting Focus — Sales / Inventory Values

Confirm new and used mix and whether modified units create a products exposure.

Rental Program / Customer Controls

Choose Yes, No or Unable to confirm

Rental terms

Select terms offered

Choose Yes, No or Unable to confirm

Agreement controls verified

Select clauses that were reviewed

Underwriting Focus — Rental Program / Customer Controls

Record actual terms and documents; road-use rules vary by location and must not be assumed.

Service / Repair / Batteries

Choose Yes, No or Unable to confirm

Repairs performed

Select applicable services

Underwriting Focus — Service / Repair / Batteries

Differentiate internal service from customer work; charging and damaged batteries warrant close attention.

Delivery / Security / Property

Choose Yes, No or Unable to confirm

Underwriting Focus — Delivery / Security / Property

Transport and outside storage can change auto and theft exposure.

Photographs to Obtain

Check when obtained. Priority photographs are bold; required only where applicable, safe and permitted. Record restricted access or missing documentation.

Editable Narrative Insert

Recommendations / Follow-Up